+9.5%
AMZN vs WELL
+29.6%
-20.0%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.0% | +1.5% | +0.4% |
| 7D | +2.8% | +0.1% | +2.6% | +2.8% |
| 30D | +3.4% | +6.8% | -3.4% | +4.5% |
| 3M | +0.1% | +6.7% | -6.7% | +1.1% |
| 6M | +0.6% | +13.8% | -13.2% | +2.4% |
| YTD | +15.9% | +33.8% | -18.0% | +23.2% |
| 1Y | +9.5% | +29.6% | -20.1% | +16.3% |
| All | +9.5% | +29.6% | -20.0% | +16.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WELL.
Daily Out/Under-Performance
Portfolio return minus WELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WELL return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded WELL wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling